Savings & Investments » Investments
Investments
Investment Resource Center »
This is a Qualifying Service
Meet with a Financial Planner
Schedule a no-cost,
no-obligation appointment
608-232-5000 or
800-533-6773
Securities America Registered Branches
View your investment accounts online.
Get started by calling us for a username and password at
800-533-6773, ext. 2107.
Once you're set up,
login to Wealth Monitor here.
Invest somewhere you already know and trust—UW Credit Union Investment Services. Whether you are just starting an investment plan or are approaching retirement, our financial planners, along with our products and services, can help get you there.
Services
- Retirement Plan Rollovers
- Investment Management
- Pension Rollovers
- Education Funding
Investments are offered through Securities America.
Research Investments
Use the Investment Resource Center to get a better understanding of investment-related concepts.
- View financial articles
- Access calculators
- Read timely newsletters
- View presentations to help you decide what's right for you
Investments are offered through Securities America, Inc., Member
FINRA/SIPC, and Financial Planning and Advisory Services offered
through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Jeremy Marshall, Representative(s). UW Credit Union and UW Credit
Union Investment Services are not affiliated with the Securities America companies.
Securities licensed in: AZ, CA, FL, IA, IL, MN and WI
Insurance licensed in: WI
Investment Advisory licensed in: WI
Not NCUA insured. No Credit Union Guarantee. May Lose Value.
